RMM Sept/Oct 2024

Working With Legislators Lenders in Massachusetts Offer Example of Playing the Long Game By Joel Berg

MASSACHUSETTS LAWMAKERS ACTED with good intentions in 2010 when they decided to require in-person counseling for borrowers of reverse mortgages. The United

consumer protections, particularly for older borrowers who qualified for a reverse mortgage. “They just had the feeling that in-person counseling would be better since we’re dealing with a protected class,” says George Downey, CRMP, a reverse mortgage lender and regional senior vice president in Braintree, MA, for The Federal Savings Bank, a Chicago-based lender. What lawmakers did not understand were reverse mortgages and the impact the requirement would have

States had just gone through a major financial crisis in which runaway home lending played a central role. And state legislators were eager to strengthen George Downey

24 REVERSE MORTGAGE / SEPTEMBER-OCTOBER 2024

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